Actis Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$70,017,736
Total clients
64
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
64
Average account size
$1,094,027
About
Actis Wealth Management provides discretionary asset management, financial planning (both one‑time and ongoing), and retirement‑plan consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm also offers oversight of held‑away accounts (such as defined contribution plan participant accounts) via a third‑party connection platform while custodial access and account custody remain with the client.
Portfolios are generally constructed from model frameworks with client‑specific customization, using a mix of fundamental and technical analysis and allowing strategies such as option writing and active trading when suited to client objectives. The adviser operates with discretionary trading authority, performs at least quarterly account reviews, and implements rebalancing, tax‑loss harvesting, and other tactical adjustments as appropriate.
Distinctive elements in the firm’s disclosures include the permitted use of borrowing (margin) and derivatives in separately managed accounts—practices that are uncommon among independent advisers—and explicit treatment of the risks associated with leverage, options, and margin. The firm also provides ERISA 3(38) investment‑manager services for retirement plans, accepting discretionary responsibility for selecting and monitoring plan investment options, a service offering that is relatively uncommon among peers; the firm manages roughly $70 million for about 64 clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business exit / sale strategy
Cash flow / budgeting
Debt management
Fee options
$1,000 to $50,000 for one-time or ongoing financial planning
$0 - $100,000: 1.85% $100,001 - $250,000: 1.70% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $3,500,000: 0.95% $3,500,001+: 0.75%
$200 per hour for one-time financial planning
Fee-only: Hourly fees: $200 per hour; Fixed fees: $1,000 to $50,000 (one-time and ongoing financial planning)
Main office location
Actis Wealth Management
1050 Se Olson Drive, Suite I
Waukee IA 50263, United States
Number of offices
1
Most active in
Actis Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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